TaskRox Help & User Manual
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Topic: My Tasks
General
Modules
My Tasks
Your cross-project work queue — every actionable item assigned to you in one place.
On this page
Overview
My Tasks is your personal operational inbox. It aggregates all actionable items assigned to you across every project and module into a single prioritised list.
My Tasks answers one question: what needs my action right now?
It is not a second Kanban board or a notification feed. Only items that require you to do something — update, respond, close, sign off — appear here.
What appears in My Tasks
Items are pulled from five modules. Each maps to a specific action:
| Module | Source | Action | "Assigned to me" rule |
|---|---|---|---|
| Kanban | Task cards | Update | You are the assignee |
| Gantt | Schedule tasks | Update | You are the assigned resource |
| RFI | Requests for Information | Respond | You are the assigned responder |
| NCR | Non-conformance reports | Close | You are the assigned closer |
| HSE | Corrective actions | Close | You are the assigned action owner |
Only items from projects where you are an active member are shown.
Summary cards
Four cards at the top give you an at-a-glance status:
- Overdue — items past their due date that are still open (red)
- Due today — open items due today (amber)
- Due 7 days — open items due within the next seven days (blue)
- Done (30d) — items you completed in the last 30 days (green)
Counts update when you switch filters.
Tabs and filters
Tabs switch between three views:
- Open (default) — all items still needing your action, including overdue
- Done — items you have completed or that were closed
- All — everything regardless of status
Filters narrow the list further:
- Project — dropdown of your projects; select one to show only items from that project
- Module — Kanban / Gantt / RFI / NCR / HSE; select one to show only that item type
Table columns
| Column | What it shows |
|---|---|
| Status | Colour dot — red = overdue, amber = due today, blue = open, green = done |
| Item | Source label (e.g. RFI-0042) and title |
| Module | Badge showing Kanban, Gantt, RFI, NCR, or HSE |
| Project | Project colour dot and name |
| Action | What you need to do — Update, Respond, or Close |
| Due | Relative date — "2d ago", "Today", "in 5d" |
| Priority | Coloured flag — critical (red), high (orange), medium (blue), low (grey) |
The default sort order is: overdue first, then due today, then by due date ascending, then by priority.
All caught up
When no items match the current tab and filters, you see a "You're all caught up" message. This means there are no outstanding actions waiting for you — nice work.